See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,134 | $79,171+48.0% | $102,423+14.4% | $74,495+57.2% |
| Participation rate | 64.7% | 74.8%-10.1pp | 76.5%-11.8pp | 67.2%-2.5pp |
| Annual return | 17.38% | 54.93%-37.6pp | 29.32%-11.9pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $1,004 | $2,362-57.5% | $3,023-66.8% | $2,623-61.7% |
| Participant deferral / active EE | $4,429 | $4,415+0.3% | $5,053-12.4% | $4,346+1.9% |
| Admin fee / account holder | $13,153 | $2,001+557.4% | $9,451+39.2% | $1,942+577.4% |